1.Runs daily renewal check
Integrate Schedule by Zapier and scheduling tools to start a daily run based on your configured time to trigger the renewal review.
When daily renewal checks run, delayed or missed requests can slow renewals and create avoidable churn. This automation formats dates, pulls qualifying rows, and posts renewal requests while updating notification cyclesβso your billing team gets timely asks.
Integrate Schedule by Zapier and scheduling tools to start a daily run based on your configured time to trigger the renewal review.
Integrate Formatter by Zapier and date tools to format the scheduled run date to a consistent value for comparisons.
Integrate Google Sheets and spreadsheet tracking tools to get renewal rows and map email, trial date, month count, and last notified.
Integrate Looping by Zapier and date math tools to iterate mapped rows and calculate the next notification date.
Integrate Filter by Zapier and workflow rules tools to continue only when the next notification date equals today.
Integrate Webhooks by Zapier and internal messaging endpoints to post JSON to your team channel with email and renewal details.
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Step 3
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